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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-23 |
| MT | RA | APPROVED | 2024-02-22 |
| MN | RA | APPROVED | 2013-12-10 |
| TX | RA | APPROVED | 2012-01-09 |
Branch Locations
681 East Lake Street Suite 354, Wayzata, MN 55391 • United States
8500 Normandale Lake Blvd., Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Wayzata | MN | 05/2011 | Present |
HERBALIFE / NUTRITION / P.O. BOX 80210 LOS ANGELES , CA 90080-0210 / DISTRIBUTOR / PUBLICLY TRADED / START DATE 08/11/2011. 2) NAME OF OTHER BUSINESS: Wayzata Country Club/ INVESTMENT RELATED?:N / ADDRESS: 200 Wayzata Blvd WestWayzataMinnesota/ NATURE OF THE BUSINESS: Country club - golf, tennis, recreation / POSITION: Member of Board of directors / DUTIES: Make decisions on the goals and direction of the country club/ START DATE: 2/21/2023 / HOURS DEVOTED TO BUSINESS: No Name of Business: Barbara Engelmann Revocable Living Trust./ Address: 3209 Galleria, Unit 1103 Edina MN United States 55435./ Investment Related: No./ Nature: My friend and business partner is Elizabeth Engelmann. I have known her family for years. Her mother, Barbara Engelmann, would like to name me as a successor Trustee in the new trust she is drafting. I am a long time friend of the family and want to know since this is a non-blood family member if this can be reviewed for approval./ Role: I would be the successor Trustee if needed./ Start Date: 1/1/2024./ Time Required: N/A.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-08 |
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